William Mock, financial advisor Granger IN
96 score

William Mock

CRD Number: 4552029
Current Firm: Kfg Wealth Management, LLC

William Mock (CRD# 4552029) is an Investment Advisor Representative working at Kfg Wealth Management, LLC in Granger, IN and has over 15 years of experience in the finance industry. William Mock has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Silver Oak Securities Inc. Jackson, TN Oct 2016 - Current 1
Kfg Wealth Management LLC Granger, IN Oct 2013 - Current 4
Korhorn Financial Group Granger, IN Oct 2013 - Current 4
Securities America Inc. Granger, IN Oct 2013 - Aug 2016 2
American Express Financial Advisors Inc. Mishawaka, IN Sep 2000 - Oct 2013 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2002
Contact Info for William C. Mock
Phone Number: 574-247-5898
Firm Website: http://www.korhorn.com
Registered State(s):
  • IN
  • MI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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